PlanOptica
Pricing
Sign inCreate account
  1. Companies/
  2. MCKINSEY & COMPANY, INC.
Sponsor portfolio

MCKINSEY & COMPANY, INC.

EIN 13-1826332-non-profit organization management-Latest filing 2025
Plans
17
Retirement
3
$12.50B assets
Welfare
14
$111.4M premiums
Participants
227,121
175 GREENWICH ST., THREE WORLD TRADE CENTER FL 60-64 - NEW YORK, NY 10007212-446-7000LinkedIn11-50 employeesnon-profit organization management
Plans on this EIN
17 filings
#001401k-$9.82B - 35,298 part#015MoneyPurchase-$2.15B - 29,024 part#012CashBalance-$520.8M - 1,366 part#510Mixed-$67.9M - 4,748 lives#503Fully Insured-$23.3M - 29,615 lives#502Fully Insured-$11.4M - 12,829 lives#512Fully Insured-$3.4M - 123 lives#516Fully Insured-$1.9M - 216 lives#507Fully Insured-$1.7M - 684 lives#504Fully Insured-$620K - 9,009 lives#513Fully Insured-$398K - 35,904 lives#515Fully Insured-$296K - 1,602 lives#514Fully Insured-$199K - 226 lives#506Fully Insured-$161K - 40,154 lives#501Self Funded-0 lives#509Self Funded-0 lives#511Self Funded-0 lives

Retirement portfolio analytics

3 plans aggregated / $12.50B assets / 65,688 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • SHARING RETIREMENT PLAN (#001)79%
  • MONEY PURCHASE PENSION (#015)17%
  • CASH BALANCE PLAN (#012)4%
Total $12.50BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
79%top
  • PENSION BENEFIT INFORMATION79%
  • (Not disclosed)21%
Total $12.50BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING RETIREMENT PLAN (#001)35,298
  • MONEY PURCHASE PENSION (#015)29,024
  • CASH BALANCE PLAN (#012)1,366
Total 65,688Click row to drill in

Benefits portfolio analytics

14 plans / $111.4M premiums / 135,110 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$398K
  • Life$199K
Total $597K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY67%
  • DELAWARE AMERICAN LIFE INSURANCE COMPANY33%
Total $597K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MCKINSEY & COMPANY, INC. (PSRP) PROFIT SHARING RETIREMENT PLAN

401k

Assets$9.82B
Participants35,298
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#015

MCKINSEY & COMPANY, INC. (MPPP) MONEY PURCHASE PENSION PLAN

MoneyPurchase

Assets$2.15B
Participants29,024
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#012

MCKINSEY & COMPANY, INC. PARTNER CASH BALANCE PLAN

CashBalance

Assets$520.8M
Participants1,366
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

THE US SHAREHOLDERS MEDICAL & DENTAL PLANS OF MCKINSEY & COMPANY, INC.

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$67.9M
Covered lives4,748
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

LONG TERM DISABILITY PLAN OF MCKINSEY & COMPANY, INC.

Fully Insured - FIRST UNUM LIFE INSURANCE COMPANY

Premiums$23.3M
Covered lives29,615
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

LIFE INSURANCE PLANS FOR MCKINSEY & COMPANY INC.

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$11.4M
Covered lives12,829
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512

THE INTERNATIONAL SHAREHOLDERS MEDICAL & DENTAL PLANS OF MCKINSEY & COMPANY, INC.

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$3.4M
Covered lives123
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#516

HEALTHCARE EXPAT PLAN FOR MCKINSEY & COMPANY, INC.

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.9M
Covered lives216
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

EQUITABLE LIFE INCENTIVE LIFE VARIABLE LIFE VARIABLE UNIVERSAL LIFE CONTRACT OF MCKINSEY & COMPANY INC.

Fully Insured - EQUITABLE LIFE INSURANCE COMPANY

Premiums$1.7M
Covered lives684
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

ACCIDENTAL DEATH AND DISMEMBERMENT PLAN OF MCKINSEY & COMPANY, INC.

Fully Insured - FEDERAL INSURANCE COMPANY

Premiums$620K
Covered lives9,009
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#513

MCKINSEY & COMPANY, INC. MEDICAL BENEFITS ABROAD (MBA)

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$398K
Covered lives35,904
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#515

LEGAL PLAN OF MCKINSEY & COMPANY, INC.

Fully Insured - METROPOLITAN GENERAL INSURANCE COMPANY

Premiums$296K
Covered lives1,602
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#514

LIFE INSURANCE EXPAT PLAN FOR MCKINSEY & COMPANY INC.

Fully Insured - DELAWARE AMERICAN LIFE INSURANCE COMPANY

Premiums$199K
Covered lives226
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

BUSINESS TRAVEL ACCIDENT PLAN OF MCKINSEY & COMPANY, INC.

Fully Insured - ACE AMERICAN INSURANCE COMPANY

Premiums$161K
Covered lives40,154
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

THE US REGULAR MEMBERS MEDICAL & DENTAL PLANS OF MCKINSEY & COMPANY, INC.

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509

THE MCKINSEY HEALTH CARE REIMBURSEMENT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511

THE INTERNATIONAL REGULAR MEMBERS MEDICAL & DENTAL PLANS OF MCKINSEY & COMPANY, INC.

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001MCKINSEY & COMPANY, INC. (PSRP) PROFIT SHARING RETIREMENT PLAN401k$9.82B35,2982024
015MCKINSEY & COMPANY, INC. (MPPP) MONEY PURCHASE PENSION PLANMoneyPurchase$2.15B29,0242024
012MCKINSEY & COMPANY, INC. PARTNER CASH BALANCE PLANCashBalance$520.8M1,3662024

Welfare plans14

Plan #NameFundingCarrierPremiumsCoveredLatest year
510THE US SHAREHOLDERS MEDICAL & DENTAL PLANS OF MCKINSEY & COMPANY, INC.MixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$67.9M4,7482024
503LONG TERM DISABILITY PLAN OF MCKINSEY & COMPANY, INC.Fully InsuredFIRST UNUM LIFE INSURANCE COMPANY$23.3M29,6152024
502LIFE INSURANCE PLANS FOR MCKINSEY & COMPANY INC.Fully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$11.4M12,8292024
512THE INTERNATIONAL SHAREHOLDERS MEDICAL & DENTAL PLANS OF MCKINSEY & COMPANY, INC.Fully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$3.4M1232024
516HEALTHCARE EXPAT PLAN FOR MCKINSEY & COMPANY, INC.Fully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.9M2162024
507EQUITABLE LIFE INCENTIVE LIFE VARIABLE LIFE VARIABLE UNIVERSAL LIFE CONTRACT OF MCKINSEY & COMPANY INC.Fully InsuredEQUITABLE LIFE INSURANCE COMPANY$1.7M6842024
504ACCIDENTAL DEATH AND DISMEMBERMENT PLAN OF MCKINSEY & COMPANY, INC.Fully InsuredFEDERAL INSURANCE COMPANY$620K9,0092024
513MCKINSEY & COMPANY, INC. MEDICAL BENEFITS ABROAD (MBA)Fully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$398K35,9042025
515LEGAL PLAN OF MCKINSEY & COMPANY, INC.Fully InsuredMETROPOLITAN GENERAL INSURANCE COMPANY$296K1,6022024
514LIFE INSURANCE EXPAT PLAN FOR MCKINSEY & COMPANY INC.Fully InsuredDELAWARE AMERICAN LIFE INSURANCE COMPANY$199K2262025
506BUSINESS TRAVEL ACCIDENT PLAN OF MCKINSEY & COMPANY, INC.Fully InsuredACE AMERICAN INSURANCE COMPANY$161K40,1542024
501THE US REGULAR MEMBERS MEDICAL & DENTAL PLANS OF MCKINSEY & COMPANY, INC.Self Funded-$002024
509THE MCKINSEY HEALTH CARE REIMBURSEMENT PLANSelf Funded-$002024
511THE INTERNATIONAL REGULAR MEMBERS MEDICAL & DENTAL PLANS OF MCKINSEY & COMPANY, INC.Self Funded-$002024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Documentation
  • Filter catalog
  • Plan-page guide
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica